bullish

Memory Monitor: Micron's Shares May Be Falling But Results' Industry Implications Are Positive

293 Views28 Jun 2024 00:13
Discusses the recovery of traditional data centers, strength in SSD memory for AI applications, upcycle in PCs driven by Windows 12, and potential acceleration in smartphone upgrade cycle by CY2024E.
What is covered in the Full Insight:
  • Introduction
  • Data Centers
  • PC Industry
  • Mobile Device Industry
  • DRAM and NAND Memory Trends
SUMMARY
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